The Schwab “Portfolio Performance” tab is a very useful tool. I have included two examples; my ROTH & Grace’s Prime portfolio. The beauty of this tool is that it includes your recorded capital gains/losses, along with unrealized capital gains/losses in the calculations for performance, and it also backs out any contributions or withdrawals. You can chose various time spans. If you include a span over 1 year, you can choose annualized return or total return over the chosen time span. Click on images to expand.
